今日盘中，Defiance Daily Target 2X Long MSTR ETF（MSTX）股价大涨5.19%，引发市场关注。这一涨幅与比特币价格的强劲表现密切相关。
据报道，比特币价格今日突破85,000美元大关，现报85,540美元。作为一个追踪MicroStrategy（MSTR）股票的2倍杠杆ETF，MSTX的表现直接受益于比特币价格的上涨。数据显示，截至2025年4月13日，MicroStrategy持有531,644枚比特币，平均买入价格约为67,556美元。随着比特币价格的上涨，MicroStrategy的比特币持仓浮盈已回升至95.6亿美元，总价值约为359.2亿美元。
值得注意的是，近期企业对比特币的配置正在加速。Bitwise最新报告显示，2025年第一季度，上市公司比特币储备突破120万枚，占比特币流通量的6.1%。其中，MicroStrategy新增25,000枚比特币，特斯拉时隔3年后重新买入15,000枚。分析师认为，会计规则变更、地缘避险需求增加以及比特币现货ETF的推出等因素共同推动了企业对比特币的增持。这一趋势可能会继续支撑比特币价格，进而影响MSTX等相关金融产品的表现。
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